Services · Automation
Automation
Scheduled refreshes, alerts and workflow automation for repeatable admin and checks. Added once the data can be trusted, with a person approving anything that touches money, customers or staff.
What you get
What gets automated
Scheduled refreshes
The data is pulled and checked on a schedule, so nobody has to remember to.
Alerts
When a check fails or something needs a look, the right person hears about it.
Approved actions
Low-risk, repeatable steps run on their own once a person has approved how they work.
Feedback that closes the loop
What happened after each action feeds back into the next run.
Before anything is automated
Four things in place first
- Access to the sources the workflow reads
- Mappings that cover the data it uses
- Checks that run on every refresh
- A named person who approves what it does
Watch a run
One workflow, three weeks
A made-up café's weekly supplier order, drawn the way we hand it over. Pick a week and watch the run: every step lights as it passes, and nothing reaches the supplier until a person approves.
Note: A clean week
- Every count passes its check
- The order is drafted from par levels and prices
- A person approves it, then the email goes
- Stock sheetPassed
- Check the countsPassed
- Draft the orderPassed
- A person approvesPassed
- Email the supplierPassed
Made-up café, made-up steps. Tool names are examples, not a record of any client's system.
Templates
Example workflows
Where to start
A Systems Health Check
One narrow problem in your workflow or systems, followed across the systems and people it runs through, in a few working days. You get a map of how it works today, the findings in priority order, and one recommended next step.
Services
Other services
Tell us what you're working on
Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.